Royal Gold reported a strong second quarter in 2026, with revenue increasing by 114.9% and operating cash flow rising 119.3% year-over-year. This growth was driven by higher gold equivalent ounces from recent acquisitions and rising precious metal prices. The company maintains a 17.3% compound annual growth rate in operating cash flow per share expected through 2028. Trading below its 10-year average valuation, Royal Gold offers a potential 44% total return by the end of 2027 if it re-rates to fair value, supported by a strong balance sheet and disciplined capital allocation that enable dividend growth and share buybacks. Risks include metal price volatility and counterparty execution challenges.
United Natural Foods (UNFI) is set to report Q4 earnings with revenue expected around $7.71 billion, a slight 1.6% decline from last year due to network optimization. Despite the revenue drop, EPS is forecasted to rise sharply to $0.61-$0.62, a signi...
Oracle reported strong fiscal 2026 results with 17% revenue growth to $67 billion and a 36% net income increase, driven by a 75% surge in its cloud infrastructure segment. Despite a recent 55% stock price drop from its peak, Morgan Stanley raised Ora...
RBC Capital increased its price target for cybersecurity firm Zscaler to $210, maintaining an "Outperform" rating due to the company's strong financial results and AI innovation. Zscaler reported a 25% rise in revenue and Annual Recurring Revenue, su...
Lululemon Athletica's shares fell about 18% after the company lowered its full-year financial forecast for the second time, reflecting ongoing challenges. In Q2 2026, total net revenue dropped 4% to $2.40 billion, with a 10% fall in comparable sales ...
Teva Pharmaceutical Industries received a boost as UBS reaffirmed its "Buy" rating and raised the price target to $48, up from $36.62. This follows positive Phase 2a clinical trial results for TEV '408, a drug showing significant prevention of intest...
